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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,644 | $181,062+17.4% | $158,223+34.4% | $155,188+37.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.14% | 57.39%-43.2pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $5,282 | $4,565+15.7% | $4,109+28.6% | $4,248+24.3% |
| Participant deferral / active EE | $25,830 | $6,134+321.1% | $5,467+372.5% | $6,531+295.5% |
| Admin fee / account holder | $47,451 | $18,825+152.1% | $16,047+195.7% | $14,480+227.7% |